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User GuideOnboarding

When you sign in for the first time, Columbus checks whether you belong to a travel company. If not, you are guided through onboarding.

Create a new company

  1. 1

    Sign in with your email and password.

  2. 2

    If you have no company yet, Columbus asks for your company name.

  3. 3

    Submit. You become the owner of the new company with full access.

  4. 4

    You land on the dashboard and can start adding customers, suppliers, and trips.

Join via invitation

If a colleague already uses Columbus, they can invite you:

  1. 1

    They add your email under Users and assign a role (Admin, Manager, or User).

  2. 2

    You sign up or sign in with that email.

  3. 3

    Accept the invitation and select the company if you belong to more than one.

First-time setup checklist

After your company exists, typical setup order:

  1. Teams - e.g. Inbound, Operations, Europe (helps who sees which trips)
  2. Users - invite colleagues and assign roles
  3. Chart of accounts - your owner or admin sets up accounting (or imports a template)
  4. Suppliers - add hotels, DMCs, and vendors you use often
  5. First trip - follow Your first trip

Owners

The person who creates the company is the owner and can manage all settings. They can invite admins to help with day-to-day user management.

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